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CWIAX vs HEOFX
CWIAX vs HEOFX Comparison
Open Charts CWIAX vs HEOFX
American Funds Capital World Gr&Inc 529A
Price$72.42
Change-$0.02 (-0.03%)
VolumeN/A
Net Assets137.49B
Hartford Climate Opportunities F
Price$18.63
Change-$0.15 (-0.80%)
VolumeN/A
Net Assets124.67M
CWIAX vs HEOFX Comparison Chart in %
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CWIAX vs. HEOFX commentary
Aug 16, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWIAX is a StrongBuy and HEOFX is a Buy.
FUNDAMENTALS
Fundamentals
CWIAX has more cash in the bank: 137B vs. HEOFX (125M). CWIAX pays higher dividends than HEOFX: CWIAX (1.46) vs HEOFX (0.71). CWIAX was incepted earlier than HEOFX: CWIAX (24 years) vs HEOFX (8 years). HEOFX (0.79) and CWIAX (0.78) have similar cost to investors . HEOFX is a more actively managed with annual turnover of: 108.00 vs. CWIAX (27.00). CWIAX has a lower initial minimum investment than HEOFX: CWIAX (250) vs HEOFX (1000000). HEOFX annual gain was more profitable for investors over the last year : 15.64 vs. CWIAX (13.10). CWIAX return over 5 years is better than : 51.22 vs. HEOFX (48.67).
| CWIAX | HEOFX | CWIAX / HEOFX | |
| Total Expense Ratio | 0.78 | 0.69 | 113% |
| Annual Report Gross Expense Ratio | 0.78 | 0.79 | 99% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 15.405 | 15.998 | 96% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 125M | 109,600% |
| Annual Yield % from dividends | 1.46 | 0.71 | 207% |
| Returns for 1 year | 13.10 | 15.64 | 84% |
| Returns for 3 years | 42.61 | 27.07 | 157% |
| Returns for 5 years | 51.22 | 48.67 | 105% |
| Returns for 10 years | 85.02 | N/A | - |
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